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Portfolio (Quarterly) Guide ↗

Hutchens & Kramer Investment Management Group, LLC

· CIK 0001920117
13F Portfolio $373M AUM 160 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 55 Added 63 Reduced 12 Exited
Page 6 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HD HOME DEPOT INC Consumer Cyclical 1,099.0 $388K 0.10% +8.0 +0.7% $352.84 -6.9%
102 DFGR DIMENSIONAL ETF TRUST 13,316.0 $386K 0.10% $28.97 +1.1%
103 SCHG SCHWAB STRATEGIC TR 11,264.0 $381K 0.10% -57.0 -0.5% $33.84 +6.0%
104 SPEM SPDR INDEX SHS FDS 7,269.0 $376K 0.10% -74.0 -1.0% $51.78 +2.1%
105 EME EMCOR GROUP INC Industrials 451.0 $374K 0.10% -37.0 -7.6% $829.88 -6.6%
106 MUB ISHARES TR 3,468.0 $373K 0.10% -465.0 -11.8% $107.62 -2.1%
107 AVSC AMERICAN CENTY ETF TR 4,891.0 $359K 0.10% $73.34 +0.5%
108 ROP ROPER TECHNOLOGIES INC Industrials 1,052.0 $356K 0.10% +18.0 +1.7% $338.39 +24.9%
109 MBB ISHARES TR 3,584.0 $339K 0.09% $94.52 -1.1%
110 SUB ISHARES TR 3,163.0 $337K 0.09% -731.0 -18.8% $106.47 -0.1%
111 GOVT ISHARES TR 14,649.0 $334K 0.09% +946.0 +6.9% $22.78 -1.1%
112 ASML ASML HLDG NV Technology 165.0 $328K 0.09% NEW $1989.44 -12.8%
113 THRO BLACKROCK ETF TRUST 7,593.0 $327K 0.09% -4K -35.4% $43.11 +1.9%
114 DFSD DIMENSIONAL ETF TRUST 6,760.0 $323K 0.09% -3K -31.4% $47.75 -0.8%
115 SCHF SCHWAB STRATEGIC TR 11,339.0 $314K 0.08% -2K -15.6% $27.70 +2.6%
116 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 806.0 $312K 0.08% -592.0 -42.4% $386.73 +3.2%
117 QCOM QUALCOMM INC Technology 1,682.0 $311K 0.08% -271.0 -13.9% $184.79 -10.8%
118 PANW PALO ALTO NETWORKS INC Technology 899.0 $307K 0.08% NEW $341.02 +12.3%
119 JEPI J P MORGAN EXCHANGE TRADED F 5,354.0 $302K 0.08% +27.0 +0.5% $56.48 +2.4%
120 BNDX VANGUARD CHARLOTTE FDS 6,223.0 $301K 0.08% -82.0 -1.3% $48.43 -1.5%
Page 6 of 8  ·  160 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.1%
Financial Services 25.7%
Healthcare 15.5%
Industrials 7.9%
Communication Services 6.5%
Consumer Cyclical 6.4%
Consumer Defensive 6.2%
Basic Materials 1.0%
Utilities 0.7%